Alliance Wealth Advisors, LLC /UT
Position in SPG — Simon Property Group Inc.
CIK 1893261
Centerville, UT
Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$309,307
+$36,601 QoQ
Shares Held
1,383
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#927
of 1,353 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Alliance Wealth Advisors, LLC /UT holds $1,001,090 across 2 REIT - Retail names. SPG ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
11,165 | $691,783 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,383 | $309,307 |
All Filings in SPG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,307 | 1,383 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $272,706 | 1,462 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $309,874 | 1,674 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $386,975 | 2,062 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $330,361 | 2,055 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $322,859 | 1,944 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $271,747 | 1,578 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $261,642 | 1,548 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||